Institutional Ownership Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC). We have compiled data on the 461 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $8.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$73,310
0.0% of portfolio
|
Q1 2023
Added 99900.0%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$73,310
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
999
shares
|
$73,236
0.0% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
971
shares
|
$71,184
0.0% of portfolio
|
Q3 2024
Added 44.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
905
shares
|
$66,345
0.0% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
898
shares
|
$65,832
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
875
shares
|
$64,146
0.05% of portfolio
|
Q2 2022
Added 20.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
816
shares
|
$59,820
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
803
shares
|
$58,867
0.01% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
781
shares
|
$57,255
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
678
shares
|
$49,704
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
669
shares
|
$49,044
0.0% of portfolio
|
Q3 2024
Reduced 37.59%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
668
shares
|
$48,971
0.0% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
648
shares
|
$47,504
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
600
shares
|
$43,986
0.02% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
600
shares
|
$43,986
0.01% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
564
shares
|
$41,346
0.05% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
519
shares
|
$38,047
0.0% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
518
shares
|
$37,974
0.0% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
510
shares
|
$37,388
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
503
shares
|
$36,874
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$36,655
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
500
shares
|
$36,655
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
494
shares
|
$36,215
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
478
shares
|
$35,042
0.0% of portfolio
|
Q3 2024
Added 15.74%
|